ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Overview Fund Activity

513 hedge funds and large institutions have $3.02B invested in iShares ESG Aware MSCI EM ETF in 2023 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 235 increasing their positions, 148 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
-5
Holders Change %
-0.97%
% of All Funds
8.21%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
60
Increased
235
Reduced
148
Closed
51
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$14K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$280M
2
Goldman Sachs
2
Goldman Sachs
New York
$163M
3
LPL Financial
3
LPL Financial
California
$75.5M
4
WL
4
WIT LLC
District of Columbia
$33.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$147M

Top Sellers

1
Jane Street
1
Jane Street
New York
$40.4M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.71M
4
PO
4
Private Ocean
California
$17.3M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
401
BBJS Financial Advisors
Washington
$135K -$6.3K -200 -4%
EWP
402
Elevation Wealth Partners
California
$131K +$131K +4,170 New
BAAM
403
Baker Avenue Asset Management
California
$128K +$8.5K +270 +7%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$128K – – –
CFD
405
Creative Financial Designs
Indiana
$118K -$315 -10 -0.3%
VNA
406
Valley National Advisers
Pennsylvania
$102K +$2.05K +66 +2%
AC
407
AlphaCore Capital
California
$98.5K -$3.31K -105 -3%
AAS
408
Ameritas Advisory Services
Nebraska
$96.4K +$96.4K +3,095 New
BC
409
Bartlett & Co
Ohio
$91K – – –
BCWM
410
Bartlett & Co Wealth Management
Ohio
$90.5K – – –
TCOV
411
Trust Company of Vermont
Vermont
$88.3K +$1.13K +36 +1%
CMBA
412
C.M. Bidwell & Associates
Hawaii
$86.1K +$20.6K +653 +31%
BAM
413
Baldrige Asset Management
Pennsylvania
$85K +$3.86K +122 +5%
SWM
414
Sugarloaf Wealth Management
Georgia
$81.4K +$25.1K +797 +45%
C
415
Covestor
United Kingdom
$80K -$25.9K -822 -24%
CA
416
Clearstead Advisors
Ohio
$73.3K – – –
PCMC
417
Private Capital Management (Colorado)
Colorado
$68.2K +$68.2K +2,167 New
OC
418
Oakworth Capital
Alabama
$63.1K – – –
LJHT
419
Laurie J. Hall Trustee
$63K +$63K +2,000 New
FCA
420
FinTrust Capital Advisors
South Carolina
$61K – – –
WTC
421
WhitTier Trust Company
Nevada
$60.2K -$566 -18 -0.9%
SS
422
Sunbelt Securities
Texas
$60.2K +$60.2K +1,910 New
BWS
423
Buck Wealth Strategies
Colorado
$59K +$59K +1,248 New
BTI
424
Blue Trust Inc
Georgia
$57K -$1.78M -59,434 -97%
GT
425
Glenmede Trust
Pennsylvania
$56.3K +$55.5K +1,762 +6,777%
15 16
17
18 19